Entry-Level Wealth Management Client Associate

Bailard; San Francisco (CA); Hybrid; USD 90,000 - 105,000; Full time

Job summary

Bailard in the San Francisco Bay Area seeks a motivated, client‑focused individual with an interest in wealth management to learn and grow in the industry. This hybrid role offers an entry‑level salary range of $90,000 to $105,000 and opportunities to work closely with clients and colleagues in a high‑trust, collaborative environment.

You will bring strong communication, attention to detail, and the ability to multitask in a fast‑paced setting, plus an undergraduate degree or equivalent

Qualifications

• Client-focused and committed to delivering high-quality service.
• Strong written and verbal communication.
• Excellent attention to detail and organizational skills.
• Ability to multitask and manage multiple priorities in a fast-paced environment.

Responsibilities

• Deep interest in wealth management or experience in a client-focused/service-oriented role.
• Client-centric mindset and always act in the clients’ best interests.
• Strong operational and client service skills.
• Proficiency in Microsoft Office and related tools.
• Ability to work well in a team and build relationships.
• Outstanding work ethic and proactive mindset.
• Bachelor's degree or equivalent practical experience.

Skills

Client-focused

Communication skills

Attention to detail

Multitasking

Team collaboration

Microsoft Office proficiency

Education

Undergraduate degree or equivalent practical experience

Tools

Microsoft Office

Job description

Bailard in the San Francisco Bay Area seeks a motivated, client‑focused individual with an interest in wealth management to learn and grow in the industry. This hybrid role offers an entry‑level salary range of $90,000 to $105,000 and opportunities to work closely with clients and colleagues in a high‑trust, collaborative environment.

You will bring strong communication, attention to detail, and the ability to multitask in a fast‑paced setting, plus an undergraduate degree or equivalent